About the position
As the first point of contact for most clients, the Client Service Specialist (Teller) plays a key role in delivering on the bank's Breakthrough Client Service Standards. With guidance from the Branch Manager and Assistant Branch Manager, the Client Service Specialist role's primary responsibility is to ensure banking transactions are performed accurately, ethically, and in compliance with Umpqua Bank procedures and banking regulations. The CSS role is also responsible for maintaining and enhancing client relationships through meaningful conversations that uncover client needs and identify opportunities to provide additional bank products and services. Always performs teller transactions and cash handling functions for clients with accuracy and confidentiality. Examples include deposits, withdrawals, cash advances, payments, transfers, check cashing, balancing cash drawer, etc. Accurately performs and supports daily tasks that maintain the integrity of the branch. Examples include appropriate use of double custody in balancing the ATM, processing night drop deposits, balancing negotiable instruments, processing returned mail, balancing credit card machine, updating lobby rate sheets and brochures, etc. Mitigate risk by ensuring safekeeping of money in cash drawer and prompt accounting or transfer of funds. Interacts with external and internal clients, anticipates needs, and consistently provides proactive solutions and problem resolutions in alignment with the bank's Breakthrough Client Service Standards. Continuously deepens knowledge of Umpqua Bank's product and service offerings and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services. Display curiosity in order to identify fraudulent activity. Read, understand, and follow all relevant operational procedures. Supports referral goals for branch by focusing and identifying and referring basic bank products to the appropriate business partner. Provides an extraordinary client experience during face to face, phone, and electronic interactions.
Responsibilities
- Perform banking transactions accurately and ethically.
- Maintain and enhance client relationships through meaningful conversations.
- Perform teller transactions and cash handling functions.
- Support daily tasks that maintain the integrity of the branch.
- Mitigate risk by ensuring safekeeping of money.
- Interact with clients and provide proactive solutions.
- Deepen knowledge of bank products and services.
- Identify and offer appropriate products and services.
- Identify fraudulent activity.
- Follow all relevant operational procedures.
- Support referral goals for the branch.
Requirements
- High School Diploma or GED, required.
- 1 year of previous banking or customer service experience, preferred.
- Bilingual preferred.
- Ability to learn and comply with all Bank policies, procedures, and systems.
- Demonstrates exceptional attention to detail and accuracy.
- Ability to build relationships with clients and associates.
- Ability to think critically and provide appropriate solutions.
- Requires reading, writing and basic math skills.
- Ability to lift up to 25 pounds.
- Ability to stand for extended periods of time.
Benefits
- Competitive total rewards package including base wages and comprehensive benefits.
- Pay range for this role is $18.00 to $21.00.
- Performance-based incentive compensation.
- Comprehensive healthcare coverage (medical, dental, and vision plans).
- 401(k)-retirement savings plan with employer match.
- Employee assistance program.
- Life insurance and disability insurance.
- Tuition assistance and mental health resources.
- Identity theft protection and legal support.
- Access to an online discount marketplace.
- Paid vacation, sick days, volunteer days, and holidays.
